Financial Living Blog

An increasing corporate rate will DECREASE lump sum pension payouts for AT&T employees in 2019

Nov 28, 2018 2:37:57 PM

As a trusted financial adviser to many AT&T employees and retirees, we wanted to inform you about recent interest rate changes that will affect your pension payout. If you are planning to retire soon, please review this important information.

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The Blueprint for Becoming an AT&T 401(k) Millionaire

Nov 21, 2018 8:32:04 AM

How would you like to become an AT&T 401(k) millionaire? The steps to achieving millionaire status are simple; the hard part is exercising the discipline to build a plan and stick with it. Certainly, it’s easier said than done, but the rules make it a very attainable goal.

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Year-End Finance Steps for AT&T Employees & Retirees

Oct 4, 2018 9:39:32 AM

Want to close out the year on a financial high note? Then use the last couple months of the year to get your finances in order. A little year-end financial housekeeping lets you potentially lower your current tax bill and prepare your investments and budget for a successful new year.

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5 Ways to Get the Most from Your AT&T 401(k)

Aug 30, 2018 12:37:17 PM

If you want to comfortably retire from AT&T, focus on your 401(k).

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Using the AT&T Pension Calculator

Jul 25, 2018 10:26:55 AM

As an AT&T employee, your pension will be one of your most important income sources in retirement. That makes your AT&T pension a good place to start when planning for your next act.

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What to Know about AT&T Pension Plan Changes

Jun 21, 2018 12:38:08 PM

For our AT&T blog this month, we’d like to address a recent change to the AT&T pension plan. It has big implications for some current and former AT&T employees. (Check out all our previous AT&T articles here.)

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Are You Ready to Retire from AT&T? Here’s How to Find Out.

May 30, 2018 11:54:54 AM

The last few years before you retire from AT&T can be the most exciting yet scariest time of your life. You may have strong feelings of anticipation but also fear of what the future may hold. One minute you’re thinking, I can’t wait!, and the next you’re wondering, Am I ready?

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Why Our History Working with AT&T Employees Matters

Apr 26, 2018 7:34:19 AM

A frequently asked question we get is: What’s your connection (no pun intended) to AT&T?

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How AT&T Retirement Plan Survivor Benefits Work

Mar 26, 2018 8:23:31 AM

To appropriately plan for the future, you and your spouse should know what to do upon the unfortunate passing of the other. Just imagine if your spouse must suddenly take control of the household’s finances without knowing what funds are rightly owed to him or her.

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Why You Should Defer Your AT&T Vested Pension

Feb 28, 2018 9:24:40 AM

As a current or former AT&T employee, you know your pension will be a major retirement life line. What you may not know is what type of AT&T pension you actually have. There are two types, depending on your years of service: a vested pension and a service pension. Those who earn the former have an important decision to make. 

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